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Jao

Florence M. Jao

Partner

Jao
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  • 415-773-7384
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Areas of Expertise

  • Family Wealth Planning
  • Charitable Planning
  • Trust & Estate Administration
  • Overview
  • Activities
  • Publications
  • News

Florence Jao is a trusted estate planner known for her thoughtful advice and effective communication.

Florence represents individual clients in the areas of estate planning, estate and trust administration, estate and gift taxation, charitable gift planning and probate. She also helps with the formation of non-profit organizations, family limited partnerships, limited liability companies and co-tenancy arrangements. Prior to joining the firm, Florence was an associate in the Estate Planning and Personal Representation practice group at Cooley LLP.

Education

Georgetown University Law Center; J.D., cum laude; 2003

Amherst College; B.A., law, jurisprudence and social thought, magna cum laude; 2000

Bar Admissions

California

Accolades

Ranked by Chambers and Partners in its High Net Worth Guide as a leading California lawyer in Private Wealth Law, 2022-2025

Named to The Best Lawyers in America® Trusts & Estates list, 2025-2026

Activities

  • Bar Association of San Francisco

Publications

  • Cutbacks to the Parent-Child Exclusion from Property Tax Reassessment Under Proposition 19 December 28, 2020
  • IRS Issues Proposed Carried Interests Rules August 4, 2020
  • SECURE ACT Transforms Estate Planning for Retirement Benefits & Significant Estate Planning Changes for 2020 February 4, 2020

Related News

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News

31 Shartsis Friese Lawyers Recognized by The Best Lawyers in America® for 2026

News

Chambers High Net Worth Guide Recognizes Shartsis Friese Family Wealth Group

What's Happening

  • News Shartsis Friese Earns Numerous Rankings on 2026 Best Law Firms List
  • Publications Federal, State and Local Tax Developments

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